While stressing Meta's demographic advantage and the possible unfavorable market reaction to an overpriced sale, Doug and Lee ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services with a market capitalization of ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

Oracle Cloud Infrastructure (OCI) technology has been gaining traction after the company signed deals for the tech with major companies including Meta and Amazon. Oracle (ORCL) has been ...

Meta Platforms will invest up to $65 billion in 2025 to expand its AI infrastructure, significantly increasing from its ...

Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking ...

Growth may accelerate further in Q3, with Oracle signing a major deal with Meta. Oracle's valuation remains attractive, trading at the lowest forward P/E multiple among large-cap enterprise ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and ...

And DeepSeek completed training in days rather than months.

Oracle Cloud Infrastructure (OCI) technology has been gaining traction after the company signed deals for the tech with major companies including Meta and Amazon. Oracle (ORCL) has been consistently ...

Big players like Meta and Microsoft are monitoring the development ... beating its benchmark by 150 percentage points (see more details here). Oracle Corporation (NYSE:ORCL) lost around $70 ...